Total Clarity Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Total Clarity Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59M	Sell	45,692 -1,487	-3%	-$86.3K	0.61%	45
2025 Q4	$2.68M	Buy	47,179 +6,217	+15%	+$349K	0.65%	44
2025 Q3	$2.27M	Buy	40,962 +52	+0.1%	+$2.8K	0.6%	47
2025 Q2	$2.14M	Sell	40,910 -24,352	-37%	-$1.22M	0.61%	46
2025 Q1	$3.34M	Hold	65,262	–	–	1.09%	21
2024 Q4	$3.34M	Sell	65,262 -47,604	-42%	-$2.53M	1.09%	21
2024 Q3	$5.97M	Buy	112,866 +5,913	+6%	+$301K	1.92%	7
2024 Q2	$5.21M	Buy	106,953 +13,117	+14%	+$641K	1.81%	7
2024 Q1	$4.7M	Buy	93,836 +17,883	+24%	+$853K	1.63%	10
2023 Q4	$3.54M	Buy	75,953 +7,566	+11%	+$326K	1.45%	11
2023 Q3	$2.82M	Buy	68,387 +23,399	+52%	+$1.01M	1.36%	13
2023 Q2	$1.94M	Buy	+44,988	New	+$1.86M	0.96%	21
2022 Q3	–	Sell	-1,525	Closed	-$56K	–	882
2022 Q2	$56K	Buy	+1,525	New	+$60.4K	0.03%	396
2022 Q1	–	Sell	-1,525	Closed	-$64K	–	819
2021 Q4	$64K	Hold	1,525	–	–	0.03%	365
2021 Q3	$59K	Buy	+1,525	New	+$60.9K	0.03%	377
2021 Q2	–	Sell	-1,400	Closed	-$53K	–	667
2021 Q1	$53K	Buy	+1,400	New	+$50.6K	0.03%	327
2020 Q1	–	Sell	-1,500	Closed	-$52K	–	547
2019 Q4	$52K	Buy	+1,500	New	+$50.1K	0.04%	259

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Total Clarity Wealth Management's SPYV Position: Q1 2026 in Review

Total Clarity Wealth Management reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.2% in Q1 2026, selling an estimated $86.3K and leaving 45,692 shares worth $2.59M. The position accounts for 0.61% of the portfolio, ranked #45.

Total Clarity Wealth Management first reported a position in SPYV in Q4 2019 and has held it in 17 quarters since. The position peaked at $5.97M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Total Clarity Wealth Management held 45,692 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $2.59M as of Q1 2026.
Total Clarity Wealth Management sold 1,487 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $86.3K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.61% of Total Clarity Wealth Management's portfolio in Q1 2026, its #45 holding.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2019 and has held it in 17 quarters since.
Total Clarity Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $5.97M in Q3 2024.
1,174 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.